Capital Flow Monitor · Sponsors · CIK 1732357
CIS Balanced Investment Partners
1210 BROADCASTING ROAD, WYOMISSING, PA, 19610 · 6103767418
Pooled Investment Fund / Other Investment Fund · Limited Partnership· inc. PENNSYLVANIA true
Fit score
—
Offering
—
Sold
$32.4M
% sold
—
Investors
113
Min investment
$100K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | D ·current | 506(b) | — | $32.4M | — | 113 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Debora M. Covell — Executive Officer, WYOMISSING, PA
- Peter J. Connors — Executive Officer / Director, Wyomissing, PA
- Marlin Miller — Director, Wyomissing, PA
- Paul G. Oxholm — Director, Wyomissing, PA
- Francis Kevin Crawford — Director, Wyomissing, PA
- Steven Silverman — Executive Officer, Wyomissing, PA
- Robert J. Cagliola — Executive Officer, Wyomissing, PA
- Brian G. McCoy — Executive Officer, Wyomissing, PA
- Steven Pottieger — Executive Officer, Wyomissing, PA
- Thomas Raymond Platt — Executive Officer, Wyomissing, PA
- Robert Hahn — Executive Officer, Wyomissing, PA
- Ryan McCallum — Executive Officer, Reading, PA
- Joni Naugle — Director, Reading, PA
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.